planner

## Using Planner: An Overview of Essential Steps

This topic provides a basic overview of steps to take inside Planner so that you end up with an inspection plan that you can then use inside of PC-DMIS.

1. Planner is installed when you install PC-DMIS. For information on how to install PC-DMIS, see the release notes in the Readme.pdf file.

2. Run Planner.

3. If this is your first time using Planner, see "The Screen Appearance" for a basic overview of the user interface.

4. Select File | New to create a new inspection plan and store it in the .plancad file. For information, see "Creating a New Inspection Plan".

5. Import a part's CAD model into the Graphics window. Alternately, you can directly interface with a part model using Direct CAD Interfaces (DCI).

- For information on importing a CAD model, see "Importing CAD Data".

- For information on using a DCI, see "Using Direct CAD Interfaces".

- For information on importing an existing inspection plan into the current model, see "Importing a Planner Inspection Plan (.planxml, .xml)" or "Importing a Legacy Planner Inspection Plan (.ip)".

6. If you need to modify any settings or preferences, see the "Setting Preferences" chapter.

7. Add commands to your inspection plan. You can use the Insert menu or appropriate toolbars to insert these types of commands:

- Add Alignments. See "Creating and Using Alignments".

- Add Plan Features. See "Creating QuickFeatures".

- Construct features if needed. See "Constructing New Features from Existing Features".

- Add Dimensions and FCF Callouts. See "Adding Dimensions to Features"

- Add Comments. See "Inserting Report Comments".

8. Save your .plancad file. This allows you to import the inspection plan when the .plancad file is imported into a measurement routine in PC-DMIS. For information, see "Saving an Inspection Plan".

9. If desired, you can also manually export the inspection plan as a text file (the newer .planxml or .xml or the older legacy .ip format). For information, see "Exporting an Inspection Plan".

10. Import the saved .plancad file (or an exported .planxml, .xml or .ip file) into PC-DMIS.